See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,614 | $65,862-64.1% | $124,672-81.1% | $79,386-70.3% |
| Participation rate | 51.0% | 62.2%-11.2pp | 74.6%-23.6pp | 70.7%-19.7pp |
| Annual return | 42.51% | 19.02%+23.5pp | 5142.93%-5100.4pp | 116.85%-74.3pp |
| Employer contribution / active EE | $1,319 | $1,883-30.0% | $3,324-60.3% | $2,427-45.7% |
| Participant deferral / active EE | $2,323 | $2,772-16.2% | $4,614-49.7% | $4,046-42.6% |
| Admin fee / account holder | $779 | $673+15.8% | $7,493-89.6% | $626+24.4% |